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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: brk who wrote (18293)	4/12/2000 10:59:00 PM
From: brk	Read Replies (1) \| Respond to of 28311

Hey everybody....I won a Go2net hat for participating in the ICGE webcast last week, but I'm not bald yet, so I don't need it. If someone wants the hat, then PM me an address and I will have it mailed to them instead. regards - #26

To: brk who wrote (18293)	4/13/2000 11:56:00 AM
From: tahoe_bound	Respond to of 28311

Brk That is a very though provoking article. Under #10 of froth it is interesting to see the other companies mentioned with over 30 analysts covering, and not by coincidence they are also leaders in their categories. #7 and #8 flat metrics and slow websites. These need to be improved for GNET. #5 hits it right on the button about low price/sales ratios indicative of no respect versus being undervalued. I like the quote "Highly valued companies are worth the premium they deserve." Under the "substance" heading, GNET seems to be ok on #2, smart people. But #1 being a leader, that is suspect. Numbers 3 and 4, being a relentless innovator and being obsessively focused on executing their business model objectives, should be well taken to heart and never forgotten. #7... well, I don't think if GNET were gone the sector would suffer irreparable damage. Maybe someday but not now. #8 Cash on hand, good. #9 "Whether it's the number of customers that are doubling every year, or the page views that are tripling, or transactions that are growing tenfold, look for New Economy metrics that soar." Some very interesting things to think about.